Will the stock market be affected by the coming tax cuts? Jeffrey Kleintop of Schwab takes a look at some of the countries considering tax cuts and offers analysis on how they may change stock valuations. IRAs are popular as a tax shelter, but unless they’re properly managed they can become fully taxed when the assets are transferred. Elithea Mas describes how Trusteed IRAs can protect your assets in the future. As real estate prices rise, many investors are becoming aware of a section of the IRS tax code called 1031. It can work very much to your advantage if you realize capital gains, as Miriam Rozen explains.
What The Coming Tax Cuts Mean For The Stock Market– The United States isn’t the only country considering corporate tax cuts. In fact, the leaders of most major countries are implementing or calling for them. This may be welcome news for stock market investors since it could mean a boost to after-tax profits. Read more…
Five Ways Trusteed IRAs Can Keep A Good Thing Going– When IRA assets transfer to heirs, incorrect stewardship can cause the entire IRA can become fully taxed, rather than tax-deferred over time. Approximately 80 percent of IRA retirement assets that vanish will take flight within 18 months of when a client passes away, because beneficiaries will either spend down the asset or change advisors. A Trusteed IRA can potentially help reduce this risk. Read more…
1031 Exchanges Increasingly Attractive As Real Estate Prices Climb– Now that property prices have risen to pre-2008 levels in most parts of the nation, it is essential to know about 1031 exchanges. Under this section of the tax code, clients can defer the federal government’s recognition of capital gains on the sale of a property if they buy a comparable property within a prescribed time period. Read more…
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller